Principle Wealth Partners LLC

Q1 2026 13F-HR Holdings

Location
Madison, CT
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
380
Total value ($000)
$1,749,803
Net value change ($000)
-27,559 (-1.6%)
New positions
22
Sold out positions
13
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IDVO 12,327 261.0%
BKDV 7,225 6.5%
XOM 4,560 38.4%
JNJ 4,227 18.0%
PWRD 3,485 75.5%
CVX 2,863 35.5%
CAT 2,464 19.8%
SCHD 1,991 11.2%
IPKW 1,809 58.0%
RAAX 1,720 129.3%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -12,189 -22.3%
JPM -10,148 -8.8%
AAPL -8,038 -8.0%
XLG -6,980 -4.8%
VUG -6,088 -10.2%
IBM -3,148 -18.0%
GOOGL -3,112 -10.5%
AMZN -3,025 -8.0%
NVDA -2,939 -5.6%
GOOGL -2,887 -9.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type